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Citigroup
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Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
801
Capital Asset Advisory Services
Michigan
$968K +$127K +2,568 +12%
WCM
802
Washington Capital Management
Washington
$960K -$10.6K -215 -0.9%
FRM
803
Fox Run Management
Connecticut
$958K +$1.14M +22,985 New
TWM
804
Tradition Wealth Management
Minnesota
$947K -$19.9K -403 -2%
RIA
805
Realta Investment Advisors
Delaware
$945K +$245K +4,965 +28%
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$942K +$195K +3,949 +21%
WP
807
Waycross Partners
Kentucky
$931K +$1.83K +37 +0.2%
LNC
808
Lincoln National Corp
Pennsylvania
$929K +$103K +2,083 +10%
MIH
809
Meitav Investment House
Israel
$926K – – –
DR
810
Davis Rea
Ontario, Canada
$921K -$1.57M -31,797 -59%
ER
811
Enlightenment Research
Florida
$921K +$618K +12,499 +130%
S
812
Seeyond
France
$919K +$166K +3,358 +18%
DPIM
813
Duff & Phelps Investment Management
Illinois
$912K – – –
PWMAG
814
Pinnacle Wealth Management Advisory Group
New Jersey
$911K -$240K -4,859 -18%
DIP
815
DT Investment Partners
Pennsylvania
$902K +$1.07M +21,632 New
BAM
816
Blueshift Asset Management
New Jersey
$901K +$1.07M +21,626 New
GT
817
Greenleaf Trust
Michigan
$898K -$24.9K -504 -2%
PFO
818
Pathstone Family Office
New Jersey
$895K +$288K +5,821 +38%
S
819
SignatureFD
Georgia
$894K +$213K +4,308 +25%
TPW
820
Transatlantique Private Wealth
New York
$893K +$201K +4,059 +23%
KFP
821
KMG Fiduciary Partners
Ohio
$884K +$49.7K +1,005 +5%
HWM
822
HB Wealth Management
Georgia
$878K -$88.3K -1,787 -8%
SBIA
823
Sheaff Brock Investment Advisors
Indiana
$878K +$14K +284 +1%
SWM
824
Sendero Wealth Management
Texas
$876K +$70.3K +1,422 +7%
MGIA
825
Matthew Goff Investment Advisor
Texas
$875K – – –
31 32
33
34 35